Corient Private Wealth
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Corient Private Wealth’s American Financial Group AFG Stock Holding History

Corient Private Wealth’s Portfolio AFG Stock Details AFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.6M Sell
28,186
-22,003
-44% -$2.86M 0.01% 972
2025
Q4 		$6.84M Buy
50,189
+25,067
+100% +$3.44M ﹤0.01% 919
2025
Q3 		$3.66M Sell
25,122
-2,029
-7% -$269K 0.01% 826
2025
Q2 		$3.43M Sell
27,151
-454
-2% -$56.8K ﹤0.01% 829
2025
Q1 		$3.63M Sell
27,605
-1,151
-4% -$149K 0.01% 782
2024
Q4 		$3.94M Sell
28,756
-64
-0.2% -$8.81K 0.01% 769
2024
Q3 		$3.88M Sell
28,820
-250
-0.9% -$32.4K 0.01% 832
2024
Q2 		$3.58M Buy
29,070
+777
+3% +$100K 0.01% 808
2024
Q1 		$3.86M Buy
28,293
+2,464
+10% +$307K 0.01% 781
2023
Q4 		$3.07M Sell
25,829
-344
-1% -$38.8K 0.01% 841
2023
Q3 		$2.92M Buy
26,173
+500
+2% +$57.7K 0.01% 784
2023
Q2 		$3.05M Sell
25,673
-193
-0.7% -$22.7K 0.01% 769
2023
Q1 		$3.14M Sell
25,866
-1,129
-4% -$149K 0.01% 712
2022
Q4 		$3.71M Buy
+26,995
New +$3.7M 0.01% 564

Other funds holding AFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Corient Private Wealth's AFG Position: Q1 2026 in Review

Corient Private Wealth reduced its American Financial Group (AFG) stake by 44% in Q1 2026, selling an estimated $2.86M and leaving 28,186 shares worth $3.6M. The position accounts for 0.01% of the portfolio, ranked #972.

Corient Private Wealth first reported a position in AFG in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.84M in Q4 2025. 488 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

  • Corient Private Wealth held 28,186 shares of American Financial Group worth $3.6M as of Q1 2026.
  • Corient Private Wealth sold 22,003 American Financial Group shares in Q1 2026, an estimated $2.86M.
  • American Financial Group made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #972 holding.
  • Corient Private Wealth first reported a position in American Financial Group in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's American Financial Group position peaked at $6.84M in Q4 2025.
  • 488 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.